-52.2%
NRDY vs SPY
+18.1%
-70.3%
-59.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.9% | +3.1% | +2.9% |
| 7D | +1.2% | -0.8% | +1.9% | +2.2% |
| 30D | -14.0% | -1.1% | -12.9% | -12.7% |
| 3M | -34.2% | +3.9% | -38.1% | -37.7% |
| 6M | -32.3% | +13.6% | -45.9% | -43.7% |
| YTD | -39.4% | +12.7% | -52.0% | -49.1% |
| 1Y | -52.2% | +17.5% | -69.7% | -64.5% |
| All | -52.2% | +18.1% | -70.3% | -64.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded SPY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling